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Robert Martin Carlson

Janney Montgomery Scott LLC

Danvers, MA

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Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-07-10
MA RA APPROVED 2008-09-05
  • TX RA
    APPROVED_RES
    Since 2025-07-10
  • MA RA
    APPROVED
    Since 2008-09-05

Branch Locations

222 Rosewood Drive Suite 200, Danvers, MA 01923 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Janney Montgomery Scott Llc Philadelphia PA 11/2005 09/2022
Janney Montgomery Scott Llc Danvers MA 09/2011 01/2026
Janney Montgomery Scott Llc Danvers MA 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-03
S63 Uniform Securities Agent State Law Examination 1985-12-14
  • S65 Uniform Investment Adviser Law Examination
    2008-09-03
  • S63 Uniform Securities Agent State Law Examination
    1985-12-14

View on SEC IAPD

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